Google orders 3M+ TPUs from Intel for 2028, the first confirmed large-scale foundry diversification from TSMC
Google has placed a confirmed order for more than 3 million tensor processing units (TPUs) with Intel for 2028 production — concrete enough to lift Intel shares 9%, and the first public evidence that TSMC has a funded, large-scale foundry rival in AI chips. Nvidia is separately evaluating Intel's chip packaging for its next-gen Feynman GPU architecture, and with Tesla already committed to Intel's 14A process for Terafab, the AI chip supply chain is visibly splitting across two foundries.
Source: republicworld.com ↗
Securing a manufacturing contract of this scale would not only generate significant revenue for Intel but could also help validate its process technology among other prospective customers.
Why this matters
- → Breaks TSMC's stranglehold on AI chip manufacturing with funded, large-scale alternative.
- → Signals supply chain diversification across major AI players (Google, Nvidia, Tesla).
- → Validates Intel's foundry turnaround strategy after years of competitive decline.
TSMC's monopoly cracks